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Retirement Plan Advisor at IMA Financial Group · Katori

Essential job responsibilities include but are not limited to:

Producing/Advising

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions
Pursues and sells our services to retirement plan prospects.
Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers
Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list
Under moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence
Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience
Develops and maintains effective working relationships with internal and external referral sources

People Management

Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
Facilitates team meetings, communicating division information
Participates in the hiring process for direct reports as well as additional department hires
Serves as a mentor and coach for members of the team as needed
Provides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met

Required Experience and Skills include but are not limited to:

Bachelor's degree and 3+ years’ sales experience in the retirement plan services
FINRA Series 65 required (additional licensing may be needed)
Life Insurance and Variable Contracts licenses preferred
Knowledge of ERISA laws and the retirement plan industry preferred
Moderate travel required (25-50%)
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

#LI-AG1

The anticipated posting timeline for this opportunity is 10/5/2026 - 11/5/2026.

Salary Range

$100,000—$125,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Asks for

Values